Services
08 lines of work
From a simple W-2 return to multi-entity, multi-state filings with crypto activity — the same discipline, every engagement.
"You deserve a tax preparer who reads every line, asks the awkward questions, and treats your return like it's their own."
Andrew, CPA · Founder
Tax Planning
Up to three dedicated planning meetings a year, coordinated with Kuttin Wealth Management. Proactive strategy — not just compliance.
Honest fit check
We'd rather tell you up front than waste your time.
Why this matters
Average CP2000 underreporter notice
IRS Data Book — the most common letter you don't want.
IRS accuracy-related penalty
Tacked onto any understatement they catch — plus interest.
Standard IRS look-back window
Six years if you understate gross income by more than 25%.
Every figure above is published by the IRS. Doing it right the first time is the cheap option.
Line 01 — Individuals
Accurate, optimized federal and state returns — without the H&R Block guesswork.
Including AMT, NIIT, and Additional Medicare review.
Allocation by residency days and source-state rules.
We catch the double-basis trap brokers create on vested RSUs.
Run both scenarios — file whichever saves more.
If the IRS writes about a return I prepared, I respond at no charge.
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We adjust cost basis on Form 8949 so you don't pay tax twice on the same shares.
Part-year resident returns in both states with clean allocation of W-2 and 1099 income.
Schedule C for the side income, capital gains optimization on the brokerage.
Line 02 — Trusts
Helping trustees stay organized, informed, and compliant.
Ongoing books that separate principal from income and document every transaction.
Monthly or annual reconciliation against statements so balances always tie out.
Required for proper distributions and for an accurate fiduciary return.
Distributable Net Income (DNI) computed so each beneficiary's share is correct.
Prepared and e-filed for the trust each year income is earned.
Filed in any state the trust has filing obligations.
Issued to each beneficiary for their personal return.
Working alongside the estate attorney and financial advisor so nothing falls through the cracks.
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We walk you through the recordkeeping, distribution, and filing obligations that come with the role, and help you build a clean baseline from day one.
We prepare the 1041, calculate DNI, allocate income between the trust and beneficiaries, and issue the K-1s.
Many engagements start with organizing or reconstructing trust records — bank statements, brokerage activity, and prior filings — before the return can be prepared.
Line 03 — Small Business
Schedule C, partnerships, and S-Corps handled with deduction strategy baked in.
Federal and state returns prepared and e-filed.
We model Q1–Q4 so you don't get hit in April.
Defensible salary positions for S-Corp owners.
Section 179, bonus depreciation, and actual vs. mileage analysis.
Email me when you're about to buy equipment, not after.
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Partnership return + K-1s issued to each member with basis tracking.
Reasonable comp benchmarked to your role, distributions structured to minimize payroll tax.
We model whether S-Corp election saves enough to justify the payroll overhead.
Line 04 — Crypto
Clean, defensible reporting across every exchange, wallet, and DeFi protocol.
Coinbase, Kraken, Binance, Gemini — CSVs and API pulls.
We trace transfers between your wallets so they're not taxed as sales.
Income vs. capital treatment applied correctly per protocol.
Specific identification when it saves you money.
Defensible methodology documented if the IRS asks.
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We reconcile across exchanges and produce a single clean 8949 — even at 10k+ transactions.
Income at receipt, basis at fair-market value, gain/loss on exit. Each handled separately.
We reconstruct using on-chain data and reasonable methodologies that hold up under audit.
Line 05 — Rentals
Every legitimate deduction captured, depreciation tracked correctly year over year.
Per-property income, expenses, and depreciation schedules.
27.5-year residential, 39-year commercial, accelerated where eligible.
We flag properties where a cost seg study would pay for itself.
Carryforward losses tracked across years so nothing is lost.
STR loophole structured correctly to offset W-2 income when eligible.
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Per-property P&L, basis tracking, and depreciation continuity across years.
Average stay under 7 days + material participation = active losses against W-2.
Closing-statement allocation between land and building, in-service date, partial-year depreciation.
Line 06 — IRS Notices
Calm, strategic response — not panic. Former IRS Revenue Agent on your side.
We draft and send the response, with documentation, on your behalf.
First-time abatement and reasonable-cause arguments when appropriate.
Negotiated payment plans that fit your cash flow.
We rebuild 2–5+ unfiled years using wage transcripts and what you have.
Form 2848 power of attorney — the IRS calls us, not you.
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We compare the IRS's numbers to your records and respond with the correct figures and basis.
We pull transcripts, file in chronological order, and pursue penalty relief where available.
We handle all IRS contact, narrow the scope, and prepare you only if testimony is required.
Line 07 — Cleanup
Spreadsheets, receipts, exchange exports → one clean, defensible return.
We rebuild from bank statements when QuickBooks is unusable.
Categorized, dated, and tied back to source documents.
Personal vs. business split correctly so deductions hold up.
Months or years of missing entries brought current.
However it got this way, we move forward from here.
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Sorted, scanned, categorized, and turned into clean books before we touch the return.
Reconcile every account back to a known-good starting point, then bring current.
We unwind the errors, document the corrections, and amend if needed.
Line 08 — Cross-Border
US tax returns prepared in support of immigration filings, plus US/Canada coordination for workers on either side of the border. Registered with the Canada Revenue Agency.
Tax compliance, transcripts, and back-filings often required for green card, visa, and naturalization.
1040 and 1040-NR for US obligations; coordination with T1 for Canadian residents and dual filers.
Authorized to liaise with the CRA on behalf of clients with Canadian filing obligations.
Form 1116 foreign tax credit, Form 8833 treaty positions, totalization.
Foreign account disclosure done correctly the first time — penalties here are steep.
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We file or amend the years USCIS asks for and request the transcripts your immigration attorney needs.
Residency determination, treaty positioning, and coordinated US + Canadian filings so you don't pay twice.
Substantial-presence test, closer-connection or treaty tie-breaker, and clean reporting on both sides.
Recent work
Anonymized snapshots of returns we've handled this past year.
Situation
Active trader, 4 exchanges, 12k transactions, prior preparer filed everything as short-term.
What we did
Reconciled across exchanges, separated long-term lots, applied specific identification on sales.
Outcome
Reduced taxable gains by ~$31k vs the original return.
Situation
New trustee inherited three years of unreconciled bank activity and one missed Form 1041.
What we did
Reconstructed records from statements, separated principal from income, filed the late 1041 with K-1s to beneficiaries.
Outcome
Trust brought current, penalties abated, clean baseline for ongoing administration.
Situation
Canadian engineer on a TN visa, full year of US wages plus Canadian rental income.
What we did
Residency determination, treaty positioning, coordinated 1040 + Canadian T1 with foreign tax credits.
Outcome
No double taxation, both filings on time, CRA correspondence handled directly.
Situation
Five years unfiled, IRS letter threatening levy on wages.
What we did
Pulled wage and income transcripts, filed all five years, requested first-time abatement.
Outcome
Penalties waived, manageable installment agreement in place.
The honest comparison
No marketing fluff — what you get with us versus the alternatives most people consider.
| Capability | Side Growth Partners Us | TurboTax DIY software | Big-box CPA National chain |
|---|---|---|---|
| Licensed CPA reviews every line | |||
| Former IRS Revenue Agent on file | |||
| Crypto reconciliation included | |||
| Multi-state expertise | |||
| Trust accounting & Form 1041 | |||
| Cross-border (US + Canada, CRA-registered) | |||
| Audit defense included | |||
| Year-round questions answered | |||
| Direct phone access to your preparer | |||
| Same person from intake to e-file | |||
| Quoted up front before any work | |||
| Treats your return like their own |
What we'll need from you
Step 1
Complete the secure intake form.
Step 2
I confirm scope and price within a day.
Step 3
Send documents through the encrypted portal.
Step 4
Return reviewed, signed, and e-filed.
Licensed CPA
Former IRS Revenue Agent
All 50 states
IRS e-file authorized
Service FAQ
Yes. Amended returns (Form 1040-X) are common — whether you missed deductions, got a corrected 1099, or your old preparer made an error. I'll review the original, identify what to change, and file the amendment.
Next step
No obligation. We'll figure out if we're a fit, what your return should cost, and what you'll need to send over.
Replies within 24 hours · Mon–Fri 9–6 ET · or email andy@sidegrowthpartners.com